See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,103 | $61,605-51.1% | $112,229-73.2% | $75,163-60.0% |
| Participation rate | 63.0% | 61.7%+1.3pp | 72.4%-9.5pp | 67.2%-4.2pp |
| Annual return | 19.65% | 28.47%-8.8pp | 30.20%-10.5pp | 160.62%-141.0pp |
| Employer contribution / active EE | $1,581 | $2,015-21.5% | $3,430-53.9% | $2,670-40.8% |
| Participant deferral / active EE | $3,227 | $3,108+3.8% | $4,798-32.8% | $4,125-21.8% |
| Admin fee / account holder | $1,218 | $4,862-74.9% | $7,748-84.3% | $5,651-78.4% |